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Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram. Description of image is listed below.

How It Works

  1. You make a gift to Choate Rosemary Hall
  2. You give the tax savings from the charitable deduction to your children
  3. Your children purchase an insurance policy on your life with the tax savings
  4. Your children will receive the proceeds upon your death

Benefits

  • You can make a significant gift to Choate Rosemary Hall without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

Contact Us

Cole Depuy
Advancement Program Coordinator
(203) 697-2855
cdepuy@choate.edu

Choate Rosemary Hall
333 Christian Street
Wallingford, CT 06492

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